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Is avian taxonomy still dependent on ongoing specimen collection? (2 Viewers)

OK George, Dan ... Can I also ask therefore that all of you practitioners do (as I had to do in my previous day job) prepare what you are going to say when a hack journalist in search of a sensational story sticks a microphone under your nose when you are least expecting it and asks..

"OK, Mr. Conservation Scientist explain to our listeners how blasting birds out of the sky in their thousands, not to mention possibly the last of their species in some cases, to fuel your studies and your careers is any different to the Maltese spring hunters and grouse and pheasant shooters who you lot vilify at every opportunity?"

You have 30 seconds (at most), and will not be allowed to refer to notes or presentation charts.

This is a good question. Needless to say, I think those who collect birds should also be able to defend their practice for lay people, not just for fellow scientists.

My answer:
We are not blasting thousands of birds out of the sky. We are selectively collecting birds to help us understand their identity, their relationships, their adaptations and their biology. Specimens may reveal us important things which realistically cannot be learned from other types of data. We will not collect any birds if we know this could endanger the continued existence of the species or population. The difference with the Maltese hunters is that (i) we do not enjoy killing birds, (ii) we respect local and international laws, (iii) we collect only a small number per species and only from species that are not well-represented in museums, (iv) we do not consume the birds but place the specimens in a museum where they can be examined by future generations of scientists, and (v) we collect a lot of other data with the specimen.
 
George,

Thank you very much for a detailed post that addresses much of what I asked. I will have to consider what I think of it, which will take me a while, but it is certainly very helpful.

Just a little note: it is, of course, sometimes difficult to pick up exact nuances from just the written word. Sometimes misunderstandings occur as a result. When I suggested what I was receiving from your previous post was the arrogance of superiority, it was a comment on your writing style, not necessarily your character. It seems to me that actually you must have understood that because your new post was in a different and much more explanatory sense. For that, I thank you very much.

I'll come back on the content soon as I can.

Cheers

John
 
I find it interesting that even Thomas Donegan, who has been outspoken against collecting elsewhere, seems here to be far less critical (by the way, thanks for your most recent comments, Thomas). He clearly uses museum specimens a great deal in his own taxonomic work, and I hope he has realized the value they have, and that newer specimens have even more than those from a century ago. In the streaming talk he gave that is now available online from Neotropical Bird Club (http://www.neotropicalbirdclub.org/Video/agm_2016/Talk3 edit Donegan.mp4), it is instructive that one of his comments is that he experienced problems of "small sample sizes." Indeed, small sample sizes pose a problem in much scientific work (as I'm sure you with your science background can attest). If he admits this is a problem with *what we have in museums now* then it's clear that there is need to acquire more samples to be able to have more robust datasets.

Museum collectors are mindful of what they are doing, contrary to what others here may want you to believe, and as I said above, collecting specimens is done only when we feel that we are not going to harm populations.

A delayed response, after some time in Colombia, including birding of a new site during which no specimens were taken... To get decent sample sizes for diagnosability using specimen biometrics, you are looking at needing 15-20 or more specimens of two populations. I think another way of looking at this topic of sample sizes is: should we not focus on studying other characters, such as voice (which unless you want every recording "vouchered") is less intrusive or plumage (which you can get to demonstrating diagnosis with, using a combination of fewer specimens plus photos) or biometrics based on live data (which are not replicable).

The existing museum record, whilst dispersed and therefore costly and time-consuming to study, is often actually not bad. From what I have seen, few collectors active today consider databases of museum specimens as a whole in looking for species/distribution gaps that may warrant filling and then target their collections; many of them just look for gaps in their own museum's collection and are looking at biggering that, or choose a site on such a basis and collect from it everything that they can. Whilst the information from this may have some presently indeterminate benefits in increasing the materials available to non-specified future students, this is much more difficult to justify than specific targeted usage of collection to address particular research questions.

Much of the museum/collecting community (perhaps Dan included) seems to come from a perspective where avian life is of zero value, although species may need protecting. Under such a philosophy it is easy to justify collecting pretty much anything except the last few Great Auks, Guadelupe Caracaras or New Zealand island endemics. I am not sure that all of the rest of the world sees things that way, however, to the extent that blanket collecting or collecting of long series is considered always to be OK. That is part of why the Kingfisher thing irked so many people. (Partly also because of the self-righteous, emotionally-charged press put out by AMNH about the finding of a bird that was actually promptly killed). If scientists are able to link collecting to particular identified research needs, it becomes an easier conversation in terms of justifying it in a world where people still hunt for fun, destroy forests at an alarming rate and eat meat. We can discuss whether scientists should be taking a lead in good behaviour, but you can't stop them given that other far worse things are generally allowed.

Doggedly clinging to an animal life = zero value, specimens are fundamental to all studies /without vouchers there is no science -type doctrine is though inconsistent versus how we approach studies on human variation and DNA, which makes it questionable in mandatory application to all non-human animals.

Dan, yes I have collected stuff too, but this has been done on a "what is the least possible that I could need for this particular study" basis. And sometimes after capturing, releasing and then returning to a site after initial studies with photographs show that more study is warranted.

I would not go as far to say that there are some questions it is impossible to study without specimens, but the cost and practicalities of making multiple live captures of 5 birds at two different localities and bringing them together to compare their plumage real time under anesthesia, or dropping a CT scanner or X-ray machine off a helicopter into jungle means that it is the only practical way of addressing some questions. Subtle aspects of plumage variation can certainly be observed and lead to field identification by seasoned observers once those differences have been spotted, but demonstrating the existence of those differences in the first place is often nigh impossible without a few specimens. I would just argue that taking a life is a most serious thing to do, and becomes more serious with "higher" organisms", and we have to be really careful and considered about the gravity and necessity of doing this, rather than wondering whether or not it might increase our field number or collection size subject only to a limit on causing extinctions. Sadly, virtually no one else I have spoken to in ornithology seems to share the view that taking a life is something of any materiality when compared to the importance of "having a voucher" or "having better collections". Maybe, as per Morgan, I am appealing to emotion and not reason.
 
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I think it would be relevant after this response to place an analogy: ringing. Ringing in Denmark today is not something that you can just do, even if you are attached to a university. You have to be part of a scientifically validated study before you are allowed to do ringing, even though 99.9...% of the birds caught for ringing live on just fine afterwards.

A system where collecting specimen should be part of a plan that needs prior approval of an appropriate (cross-institution? - including ethicists) body might make collecting more acceptable to many people from the middle of the discussion. (those from the ends of the distribution of opinions are not likely to move no matter what).

And apologies if this has been covered before - I grew tired of this thread a while back and have only really read Thomas's post just now.

Niels
 
Niels
In the US at least, collecting birds is already heavily regulated. To collect in the US you need permits from the federal US Fish and Wildlife Service and the state Commissions (completely different permits and processes). These agencies are composed of wildlife biologists who are tasked with ensuring long term survival of populations. If there are listed species (endangered/threatened, migratory bird under the US Migratory Bird Treaty Act), these may require separate permits. For most of us, especially universities, collecting is also regulated by institutional committees that set policies for animal cares (IUPACs); these committees consider ethical issues. Permission to collect also depends on the land owner. If a federal or state property (e.g., US National Forest), this is usually from the wildlife biologists of the property. These often involve applications that require justification for the collection. To possess a collection of bird specimens in the US, one needs federal (USFWS, and USDA) and state permits, as well as institutional permits (e.g., environmental health and safety). If you have imported tissues specimens in your collection, you need to have your lab permitted as a BioSafety II facility. Regulation of bird importation has become a logistic nightmare in the US, and we are now required to use expensive customs brokers. Any imported specimens listed by CITES, require institutional CITES permits. That is just the US end of the regulation. All of these permits are expensive (totaling at least $1000/year).

If you are collecting in foreign countries, then you must also follow all of that country's laws and regulations (which often mirror the US in complexity). This usually involves long stays in expensive capital cities.

These are the present realities of modern bird collecting. It involves lot of staff time, staff, and funds to just complete the permit processing, and does not include any costs of field work. It involves assessment of justifications for collecting at many levels.

As I have pointed out before, the museum collectors in the US are trained biologists with a great concern for the welfare of bird populations. Most of us have graduate degrees, and we have completed higher level courses in population biology, population genetics, conservation biology, biogeography, evolution, behavior, etc. As a result, we have had the sort of training required to best assess how collecting may affect bird populations.

Lastly, we also have to appease and provide justification to the general public (e.g., Bird Forum).

Andy
 
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Thanks Andy. I think the only additional comment I have is this: the process I described in Denmark not only is designed to take into consideration the welfare of the population but also to weigh the welfare of the individual birds against the importance of the research that can be achieved. I assume, but am not completely sure that the institutional boards you talk about are supposed to also address that angle?

Niels
 
Thanks Andy. I think the only additional comment I have is this: the process I described in Denmark not only is designed to take into consideration the welfare of the population but also to weigh the welfare of the individual birds against the importance of the research that can be achieved. I assume, but am not completely sure that the institutional boards you talk about are supposed to also address that angle?

Niels

In South American countries I know, at least, there is no such control over nets as that which you describe (or that I know from the UK). Here in the UK, you start on what used to be called a "T licence" under supervision typically in a large ringing group, and it can take many years and hundreds of ringing processes booked to obtain a "C licence" (?) which allows you to ring under the umbrella of a responsible A licence holder directing research; and then even more years to get an A licence which (I recall) allows you to possess nets and direct mist-net sites under your own supervision. I may have got the letters/licence names wrong or be out of date on the nomenclature, but it is a long process with many stages over several years each. Collecting without using nets (e.g. guns, baiting) is bizarrely a lot easier in the UK and often just requires landowner consent, but for protected species it is essentially impossible.

In Colombia at least, people buy mist-nets typically subject only to a conversation on a bulletin board; and the skills I have seen from some students possessing nets whilst sometimes strong in terms of specimen preparation are generally very weak in terms of careful handling of birds and other welfare procedures. Typically a minimum the authorities look for in terms of possessing or using nets is having done a 2 day fieldwork course (cf. 5 year+ supervised training process in the UK). It is difficult to pick up the subtleties of bird handling skills (which result in good processing and welfare), as well as the effective handling of nets in just a couple of days in a course with lots of other people present. That said, the UK probably overdoes things (and has a policy of "not wanting mist netting to become as easy as fishing"). (I did a year or so of regular training with various groups in the UK before first going to South America on a bird netting expedition and, whilst this was not perfect, I have felt a lot better qualified and prepared than many contemporaries on this and subsequent expeditions and netting experience in South America.)

As for collecting permits, this again depends between countries. Getting permits in Brazil is a total nightmare and very difficult and highly time consuming in my single experience of attempting this - and that was just for possible mist-net mortalities. In Colombia, it is either extremely easy to get the broadest permit you can possible comprehend writing, or very difficult verging on impossible to get a permit at all, depending on (i) the personal relations you can establish with the team handling permits in the local government regional corporation and (ii) whether the authority in question gives a monkeys about biodiversity permits as opposed to issuing road building permits. In Peru, my limited experience of observing the process is that it is pretty easy to get permits. Export permits are also highly variable, ranging from very easy in some countries to again, essentially impossible in Colombia. So it varies a lot. When those stationed at museums with a "very active" museum enrichment collection brief (Mr Kratter I am looking at you!) point to regulatory hurdles as safeguard of ethical behavior and guardian of bird populations, I don't really buy it as a general proposition. In some countries, collecting and even mist-net study is effectively restricted to the point that you may as well not bother trying (e.g. Brazil IMH (and informed) O) and in other places you can collect whatever you want whenever you want (some parts of Colombia, at least IMH (and informed) O).

Thomas
 
Ceríaco, Dubois, Gutiérrez et al. 2016. Photography-based taxonomy is inadequate, unnecessary, and potentially harmful for biological sciences. Zootaxa 4196(3):435–445.
[full article here] (and also [here])
Thorpe SE. 2017. Is photography-based taxonomy really inadequate, unnecessary, and potentially harmful for biological sciences? A reply to Ceríaco et al. (2016). Zootaxa 4226 (3): 449–450.
[abstract]

(An earlier version of the text can be found [here].)
 
ICZN declaration 45 is now published:

http://www.bioone.org/doi/full/10.21805/bzn.v73i2.a2

1) The following Recommendations are added to read:
a) “Recommendation 73G. Specific reasons for designation of an unpreserved specimen as the name-bearing type. An author should provide detailed reasoning why at least one preserved specimen, whether a complete individual organism or a part of such an individual, was not used as the name-bearing type for the new taxon and why the formal naming of the taxon is needed at a point in time when no preserved name-bearing type will be available.”

b) “Recommendation 73H. Assertion of due diligence. When establishing a new species-group taxon without a preserved name-bearing type, steps taken by an author to capture and preserve a physical specimen of the new taxon and/or locate an existing preserved specimen in natural history collections should be recounted.”

c) “Recommendation 73I. Consultation with specialists. Before the designation of an unpreserved specimen as a name-bearing type, an author should consult with specialists in the group in question.”

d) “Recommendation 73J. Comprehensive iconography and measurements. When establishing a new species-group taxon without a preserved name-bearing type, the author should provide extensive documentation (e.g., multiple original high-resolution images, DNA sequences, etc. ) of potentially diagnostic characters as completely as possible.”


2) The following term is added to the Glossary under the term “specimen” to read: “specimen, preserved. A non-living specimen that is deposited in a scientific collection with the intention to keep it for further study.”


I suppose this is linked to the recent controversial description in entomology, although it also paves a basis for the ICZN dealing with the pending cases on Grallaria and Strix.
 
Bionomina 12(1)

Bionomina 12(1) (25 March 2017).
  • 1–3. Mark Epstein. Specimens and zoological nomenclature. [abstract]
  • 4–38. Alain Dubois. The need for reference specimens in zoological taxonomy and nomenclature. [abstract] [full paper here]
  • 39–43. Ivan Löbl. Assessing biodiversity: a pain in the neck. [abstract] [full paper here]
  • 44–47. Jonas José Mendes Aguiar, Jean Carlos Santos & Maria Virginia Urso-Guimarães. On the use of photography in science and taxonomy: how images can provide a basis for their own authentication. [abstract] [full paper here]
  • 48–51. Victor G. D. Orrico. Photography-based taxonomy is still really inadequate, unnecessary, and potentially harmful for biological sciences. A reply to Thorpe (2017). [abstract]
  • 52–56. Marcos André Raposo & Guy M. Kirwan. What lies beneath the controversy as to the necessity of physical types for describing new species? [abstract] [full paper here]
  • 57–62. Philippe Grandcolas. Loosing the connection between the observation and the specimen: a by-product of the digital era or a trend inherited from general biology? [abstract] [full paper here]
  • 63–85. Alain Dubois. Diagnoses in zoological taxonomy and nomenclature. [abstract] [full paper here]
 
We have sufficient technologies to do all our studies without killing, there is absolutely no reason to keep being murderers instead of researchers. But even is this technology didn't exist, there is no justification to kill for knowledge. Time to see that we are all animals: mammals (including humans), birds, frogs... and we have to give same level of respect and right to live for all. So if catching and killing a human for an experiment is not acceptable, it is no more acceptable for another animal species. Stop discrimination.
 
Krell & Marshall 2017. New Species Described From Photographs: Yes? No? Sometimes? A Fierce Debate and a New Declaration of the ICZN. Insect Systematics and Diversity, 1(1), 2017, 3–19

PDF available here for researchgate users:

https://www.researchgate.net/public...22474&_iepl[interactionType]=publicationTitle

Includes an apparently exhaustive list of "non-full-specimen" descriptions (including those in birds) and comments on their validity.
 
Includes an apparently exhaustive list of "non-full-specimen" descriptions (including those in birds) and comments on their validity.
Out of the top of my head, at least this one is missing:

Taxon: Larus argentatus lusitanius Joiris 1978 (Aves: Charadriiformes: Laridae)
Joiris C. 1978. Le Goéland argenté portugais (Larus argentatus lusitanius), nouvelle forme de Goéland argenté à pattes jaunes. Aves 15:17-18. [pdf]
Types: Over 200 birds form the base of the description. In the absence of any explicit type designation, these are all syntypes.
History: Based on birds observed on rocky cliffs and islets near Peniche, ~75 km NNW of Lisbon, Portugal, alongside three birds that the author identified as 'L. a. argentatus'(*). Written description only, based on observation in the field; none of the syntypes collected, photographed, or illustrated in any other way; absolutely nothing preserved; no explanation or justification of these facts.
Current status: Most often synonymized with michahellis Naumann. (The name is regularly used as a somewhat informal label to denote a geographical variant of the latter, that would be distinct in some aspects at least.) Usually regarded as available, however, even if reluctantly.

*) Circumscription not made explicit. L. a. argenteus Brehm (& Schilling [?]) was not yet universally recognized back then; it seems reasonably possible that the author intended his 'L. a. argentatus' as encompassing all European 'pink-legged herring gulls'.
(argentatus as currently defined is but a vagrant in Portugal. The author and journal are Belgian; in the text the taxon is called "our pink-legged L. a. argentatus" without even citing argenteus; yet the latter is by far the most frequent taxon in Belgium. The text also implies argentatus is smaller and paler than michahellis; this makes better sense if the taxon encompassed the current argenteus.)
 
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